Client Services Associate

mtn talent partners; McLean (VA); Hybrid; USD 42,000 - 64,000; Full time

Job summary

MTN Talent Partners seeks a Client Service Associate for our national wealth management client in McLean, VA. The role supports advisors, onboarding clients, and maintaining relationships with meticulous organization and timely follow-through.

You will coordinate account activity, stay ahead of follow-ups, and ensure accurate client data in Salesforce while assisting with meetings and day-to-day team coordination. The position offers on-site work with occasional remote flexibility.

Qualifications

• Experience in financial services or professional services is preferred.
• Strong organizational and time-management abilities are essential.
• Excellent communication and problem-solving skills are required.

Responsibilities

• Partner with advisors to support clients during onboarding and ongoing relationships.
• Keep client accounts, paperwork, and service requests organized and moving forward.
• Serve as a key contact for custodians and assist with operational needs and account issues.
• Keep client and prospect information accurate in Salesforce.
• Help manage follow-up items after client and prospective client meetings.
• Coordinate money movement and account transactions, including transfers, trades, distributions, and other requests.
• Assist with calendars, meeting preparation, and day-to-day team coordination.
• Take ownership of tasks and ensure accuracy and timeliness.
• Help create thoughtful client experiences through personal touches and events.
• Support special projects to improve processes and client experience.

Skills

Organizational skills

Client service experience

Problem solving

Communication skills

Multitasking

Team coordination

Tools

Salesforce

Job description

Our client is a national wealth management firm and they are looking for a Client Service Associate to join the team. This national firm is growing (expanded into 7 new markets this year and looking to double in headcount in the next 12-18months) and their DC/N. VA office is experiencing a lot of growth. The firm consistently wins each year Great Place to work and have a fun work culture. Not your typically stuffy wealth management firm.

In this role, you'll work closely with our Advisors and play an important part in delivering a great experience for our clients. No two days will look exactly alike—you may be helping prepare for a client meeting, coordinating account activity, solving an operational issue, or making sure an important follow-up doesn't fall through the cracks.

Office: McLean - working on-site with flexibility to work at home on occasion.

What You'll Do

• Partner with our advisors to support clients throughout the onboarding and ongoing relationship process.
• Help keep client accounts, paperwork, and service requests organized and moving forward.
• Serve as a key contact for custodians and assist with operational needs and account-related issues.
• Keep client and prospect information accurate and up to date in Salesforce.
• Help manage follow-up items after client and prospective client meetings.
• Coordinate money movement and account transactions, including transfers, trades, distributions, and other requests.
• Assist with calendars, meeting preparation, and day-to-day team coordination.
• Take ownership of tasks and follow through to make sure things get done accurately and on time.
• Help create thoughtful client experiences—from special occasions and thank-you notes to other personal touches.
• Support special projects and look for ways to make our team's processes and client experience even better.

What We're Looking For

Someone who is naturally organized, dependable, and proactive. You enjoy helping others, solving problems, and making sure the details are handled. You'll be comfortable juggling multiple priorities, communicating with different people, and taking ownership of your work.

• Financial Services, law firm, or professional services experience preferred.